Loren Ward is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career at Merrill Lynch Wealth Management’s World Headquarters in 2007 and joined the Werbitt Cicale Group in 2010. Loren works closely with teammates to tailor wealth management services and recommendations to individual client needs, focusing on wealth planning and financial strategies that serve multiple generations. She assists rising business leaders, young families, and entrepreneurs in understanding the importance of planning for the future, saving, and investing. Loren holds a Bachelor's Degree from Bucknell University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her approach centers on building relationships based on trust and compassion, empowering clients through education to make informed financial decisions. Her recognitions include being named to Forbes' "Best-in-State Wealth Management Teams" and "Top Next-Generation Wealth Advisors" lists multiple times. Loren is involved in community organizations such as the Bucknell University Professional Network, City Year New York Investment Community Board, serving as Co-Chair of City Year New York Women's Board, Let's Win Pancreatic Cancer, and the YWCA of White Plains & Central Westchester.

Paige Atkinson is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and no prior industry experience. Her background includes roles at Millennium Bridge Capital and multiple positions related to the University of Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Heather Foley is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tools-based financial planning process.

Asmir Malevic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at several J.P. Morgan affiliates since 2016 and was previously with Invesco Distributors, Inc. from 2019 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Overton Izlar is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Accenture in multiple roles starting in 2022 and was affiliated with the University of Virginia and The Westminster Schools earlier in his career. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through various investment and planning services.

Andrew Caputo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in marketing and other fields before joining J.P. Morgan. Outside of financial services, Caputo is involved with Capdim Enterprises, a business he has been associated with since 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within a larger banking and broker-dealer organization and offers access to a broad range of investment products, including security-based swaps and futures.

Camille David is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2020, Camille held roles at New York Life, Northwestern Mutual, and worked in educational institutions including Baruch College and Farmingdale State College. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a range of investment offerings.

Andrew Redhead is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, UBS Financial Services, and Northwestern Mutual. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Sabrina Zavarelli is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Fordham University, Prince's Trust USA, and the Pratt Nature Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Hansel Almanzar is a financial advisor with Morgan Stanley in Purchase, NY. He holds Series 63 and Series 66 licenses and has experience working at Morgan Stanley since 2025, with prior roles at PNC Bank and DriveWealth. Outside of financial services, he operated Almanzar Collectibles, a sole proprietorship, from 2020 to 2023. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone planning.

Stacie Weber is a Financial Consultant currently working at Fidelity Investments since 2019. She has previously held positions as a Private Client Advisor at J.P. Morgan Securities from 2013 to 2015 and again from 2016 to 2019, as well as a Financial Consultant at E*TRADE Securities from 2015 to 2016. Throughout her career, Stacie has focused on partnering with clients and their families to understand their financial goals and develop customized financial plans tailored to their unique needs. She emphasizes building strong relationships based on trust, reliability, and competence. Outside of her professional work, Stacie enjoys golf, hiking, running, and traveling.

Jeremy Guerrido is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, Raymond James & Associates, and Capital One Financial Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Jonathan Gallashaw is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Teachers Insurance and Annuity Association (TIAA). Outside of his advisory role, he serves as President of the board of managers for Colonial Towne Homes Condominium, a self-managed community association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Christopher Brenner is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2019, he spent 22 years at Mercer Allied Company, L.P. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and diverse investment strategies.

Kjersten Lazar is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2007. She is a trustee of Player'e Eye Football Club, where she serves as secretary and takes notes during board meetings. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and investment recommendations through its Wealth Advisory Services Program.

Matthew Mcandrew is a financial advisor at Morgan Stanley in Purchase, NY, with 20 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and Morgan Stanley & Co. LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Jason Wolter is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and over 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously at J.P. Morgan Securities from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Anthony Maiuolo is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc. Maiuolo is also involved in several business ventures including managing a tax preparation service and consulting on marketing and lead generation for other advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using detailed client data and firm-approved tools to deliver tailored financial recommendations.

Alexandar Nikolic is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial sector, including Investment Associate at JP Morgan Securities in 2022, Investment Consultant at Fidelity Investments from 2020 to 2022, Private Client Banker at JP Morgan Chase, NA from 2019 to 2020, and Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Alexandar has developed experience in financial consulting, investment association, and private client banking. He focuses on partnering with clients to understand their long and short-term financial needs and goals. By building strong relationships and delivering customized planning, he aims to create strategies that support families in working toward their financial objectives.

Jacob Greene is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and joined Morgan Stanley in 2024. Prior to his current role, he spent time at the University of Chicago and Cornell University in non-advisory capacities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and modeling tools to support client planning.